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Portfolio (Quarterly) Guide ↗

Arrowroot Family Office, LLC

· CIK 0002017744
13F Portfolio $302.5B AUM 156 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 63 Added 51 Reduced 7 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 13,294.0 $927K 0.31% -68.0 -0.5% $69.75 +15.5%
22 CRM SALESFORCE INC Technology 4,418.0 $825K 0.27% -708.0 -13.8% $186.66 -5.5%
23 CORP PIMCO ETF TR 8,135.0 $788K 0.26% -348.0 -4.1% $96.80 -0.9%
24 CVX CHEVRON CORPORATION Energy 3,722.0 $770K 0.26% -197.0 -5.0% $206.91 -7.7%
25 IWM ISHARES TR 3,041.0 $754K 0.25% -30.0 -1.0% $247.98 +13.9%
26 XLV SELECT SECTOR SPDR TR 4,739.0 $695K 0.23% -53.0 -1.1% $146.60 +1.1%
27 JNJ JOHNSON & JOHNSON Healthcare 2,748.0 $672K 0.22% -34.0 -1.2% $244.43 -5.2%
28 TLT ISHARES TR 6,968.0 $604K 0.20% -2K -24.7% $86.70 -2.9%
29 PG PROCTER & GAMBLE CO Consumer Defensive 3,841.0 $555K 0.18% -320.0 -7.7% $144.45 -1.4%
30 QQQM INVESCO EXCH TRADED FD TR II 1,896.0 $451K 0.15% -2K -49.6% $237.62 +23.8%
31 AMD ADVANCED MICRO DEVICES INC Technology 2,046.0 $416K 0.14% -164.0 -7.4% $203.43 +121.0%
32 FBND FIDELITY MERRIMACK STR TR 8,967.0 $409K 0.14% -1K -14.3% $45.62 -0.6%
33 MU MICRON TECHNOLOGY INC Technology 1,142.0 $386K 0.13% -188.0 -14.1% $337.84 +125.6%
34 EFAV ISHARES TR 4,161.0 $380K 0.13% -180.0 -4.2% $91.37 +0.8%
35 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 609.0 $376K 0.12% -114.0 -15.8% $617.08 +7.8%
36 SOXX ISHARES TR 1,105.0 $363K 0.12% -32.0 -2.8% $328.59 +59.8%
37 WMT WALMART INC Consumer Defensive 2,890.0 $359K 0.12% -38.0 -1.3% $124.28 +5.3%
38 VTV VANGUARD INDEX FDS 1,804.0 $354K 0.12% -176.0 -8.9% $196.17 +6.6%
39 IYH ISHARES TR 5,359.0 $330K 0.11% -48.0 -0.9% $61.64 +1.1%
40 DIVO AMPLIFY ETF TR 7,010.0 $314K 0.10% -80.0 -1.1% $44.85 +2.3%
Page 2 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.0%
Technology 23.0%
Communication Services 7.7%
Consumer Cyclical 7.4%
Consumer Defensive 7.1%
Industrials 6.9%
Healthcare 5.2%
Energy 3.2%
Utilities 0.5%